Protecting Your Clients' Best Interests AND
Increasing Your Revenue

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What You'll Learn

Traditionally, inforce management has been a reactive, or in some cases nonexistent, process. Advisors know it’s important to manage and monitor the performance of the policies they’ve sold for the sake of doing right by their clients, but the tasks associated with post-sale policy servicing are time-consuming, manual, and tedious.

Is transforming to a proactive strategy worth it? And is there an easier way to manage post-sale servicing?

In our newest white paper, Proformex Founder, Mike Pepe, answers these questions and more. He’ll give you a better understanding of how proactive inforce management can benefit you, and how Proformex helps to simplify the complexity of it.

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